January 2024 ESG Summary For Risk-Managed ESG Strategy
This Month: Asset Allocation
92% equities, which is up from the month prior and spread across 80 stocks, with 8% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Healthcare and consumer discretionary
This Month: Largest % Decreases
Consumer staples and materials
Last Month: Best Performers
Real estate and industrials
Last Month: Worst Performers
Energy and consumer staples
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